Years of experience: 17

⚖️ LegalLawyerChief Investment OfficerGeneral PartnerInvestor & VCBanking Operations

Trusted by top professionals

  • DS
    Demetrius Sampson
    COO @Point to Point Solution Inc
    Verified
    I worked with Leidy for roughly 2 years and she definitely made my job so much easier. We provided IT Services to her firm and she was our point of contact so we had regular interactions with her ever...

Trust Score

Exceptionally trusted; proven professional excellence.

100%
Leidy's Career Path
Business Operations ManagerSep. 2022 -
Oct. 2024
WestfullerBusiness Operations Manager
New York, NYOversee, coordinate, and execute strategic business management and firm operations including a CRM system, client management, people management, and internal budget control. Design and enhance firm procedures and manuals through monthly and quarterly compliance and information technology meetings. Define and establish the operational systems and controls for client onboarding best practices. ...
Chief Of StaffSep. 2021 -
Sep. 2023
WestFuller AdvisorsChief Of Staff
New York City Metropolitan AreaIdentify and execute short, and long-term projects conducive to streamlining business practices and functions inclusive of coordinating and supervising the development of client presentation templates and staff training/management of use Oversee, coordinate, and execute strategic business management such as the creation, implementation and management of business communications platform such a...
Executive AssistantJul. 2013 -
Aug. 2021
Lloyds Bank Commercial BankingExecutive Assistant
Support CEO of North America and executive team simultaneously and effectively while maintaining exceptional relationships internally and externally for the bank. Exercise extreme discretion with confidential matters relating to management, people and strategy, and overall business as usual activities. Participated in strategy and brainstorming sessions that affect annual business and policy ...

Leidy's Posts

  • About myself

    With over 20 years in banking, she excels in driving growth and operational efficiency. Her expertise includes managing internal and external relationships, ensuring streamlined operations, and executing strategic initiatives. She has a strong background in CSuite, project management, and strategy.

  • Job Description

    Seeking a Chief of Staff or Operations role aimed at business growth and scaling. She is eager to leverage her strategic and operational expertise to drive success and innovation within an organization.

  • How to contact

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  • About myself

    With a proven track record in driving growth and enhancing operational efficiency, she excels in executing innovative strategies. Skilled in managing internal and external relationships, she ensures streamlined practices align with compliance and leadership goals. Her 20+ years in banking corporate support have honed her ability to bridge strategy and operations, adeptly working with C-Suite and leadership teams to achieve company objectives. Notable achievements include scaling businesses to national recognition, working with international organizations, and creating successful programs for motivated workflows.

  • Job Description

    Seeking consulting opportunities with businesses aiming to outsource operations and strategy functions, she offers expertise in developing effective solutions that align with organizational goals and enhance overall performance.

  • How to contact

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